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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,585 | $82,630-15.8% | $64,105+8.5% | $125,389-44.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.89% | 1489.72%-1491.6pp | 791.24%-793.1pp | 282.24%-284.1pp |
| Employer contribution / active EE | $26,930 | $2,671+908.2% | $1,820+1379.7% | $4,866+453.4% |
| Participant deferral / active EE | $17,044 | $3,608+372.3% | $2,822+504.0% | $5,352+218.5% |
| Admin fee / account holder | $102 | $6,382-98.4% | $4,499-97.7% | $9,541-98.9% |